We are laser focused on delivering outstanding service at every step so you can get the most value out of Ridgeline.
Request DemoEach member of Ridgeline’s customer service team is guided by a simple mantra: “Do the right thing for the customer.” We are empowered to advocate for you to ensure your firm’s success with the Ridgeline product at every step.
Ridgeline combines a real-time, rep-staffed ticketing system with Zendesk, a tool that tracks all customer requests, assigns issues, and manages correspondence.
• Auto-routing of customer issues based on the topic
• Auto-escalation based on the selected severity level for quick action on high-priority concerns
• Routing directly to our knowledgeable Customer Support Analysts
• Confirmation email with a tracking number for future reference
• A satisfaction survey for each request to provide feedback
Your dedicated Account Manager is focused on your long-term relationship with Ridgeline. They will build connections with your team, understand the ins and outs of your business, provide guidance – and always be looking out for your success.
Get the most out of Ridgeline with our robust, self-guided content. Our informational and educational resources include:
• Comprehensive user guides
• Video aids
• Release notes
• Guided hands-on experience for common tasks
• Step-by-step instructions for every feature
Questions about the product? We’ve got you covered for:
• Product troubleshooting
• Integration troubleshooting
• Trade execution support
• System availability
• Enhancement requests
You can also rely on us to assist with topics outside of the product, like:
• Account management
• Business documents
• Invoices and payments
• Customer services items
• General Inquiries
During implementation, tenant management ensures an efficient and smooth transition for:
• Tenant creation
• Access requests
• Tenant copies
• Tenant deletion
• Platform troubleshooting